About Swiss Wealth List

Swiss Wealth List is a commercial directory of FINMA-licensed portfolio management firms and wealth advisors in Switzerland. Our platform provides high-net-worth individuals with a transparent overview of firms verified against the official FINMA register.

Founded on the principles of transparency and accessibility, we verify that every firm listed in our directory holds a valid FINMA license. Inclusion is based on this regulatory verification and the payment of a flat membership fee, ensuring a neutral and comprehensive directory of authorized managers.

Our Mission

To provide a clear and accessible directory of Switzerland's regulated wealth management landscape, connecting high net worth individuals with licensed financial partners through a standardized, non-qualitative platform.

What Sets Us Apart

• FINMA License Verification: Every firm is verified against the official FINMA register to ensure they are authorized to provide portfolio management services in Switzerland.
• Neutral & Equal Listing: We do not rank firms or provide qualitative assessments. All participating firms pay a flat fee and are presented equally to maintain directory integrity.
• Comprehensive Coverage: From boutique specialists to established institutions, our directory spans the full spectrum of authorized Swiss wealth management expertise.
• User-Centric Design: Our platform is built to help high net worth individuals quickly identify firms that match their specific requirements, from asset size to market focus.

For Firms

For FINMA-licensed portfolio management firms, we offer a transparent listing process that provides visibility to high net worth individuals. Our platform ensures that all members are presented equally, highlighting their specific market focus and expertise without qualitative ranking or curation.

Swiss Wealth List is a dedicated resource for identifying regulated Swiss wealth managers—where regulatory transparency and accessibility are the primary standards.